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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Philip Morris International
(NY:
PM
)
191.46
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Aug 24, 2026
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Press Releases about Philip Morris International
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Philip Morris International Announces Contract Manufacturing Collaboration with Altria
August 24, 2026
From
Philip Morris International
Via
Business Wire
FDA Authorizes ZYN ULTRA Nicotine Pouches Following Scientific Review
August 21, 2026
From
Philip Morris International
Via
Business Wire
PMI U.S. Opens $1.2 Billion Aurora Campus, Strengthening U.S. Manufacturing and Export Capabilities
July 27, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Reports 2026 Second-Quarter & First Six-Months Results and Updates 2026 Full-Year Adjusted Diluted EPS Forecast for Currency Only;
July 22, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International to Host Webcast of 2026 Second-Quarter and First Six-Months Results
July 15, 2026
From
Philip Morris International
Via
Business Wire
FDA Issues Modified Risk Tobacco Product Orders for 20 ZYN Nicotine Pouch Products
June 30, 2026
From
Philip Morris International
Via
Business Wire
WSJ Intelligence Study: Uniquely Human Skills Deemed "Non-Replicable" in Automated Future
June 23, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Announces New Regional Leadership
June 18, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Declares Regular Quarterly Dividend of $1.47 Per Share
June 11, 2026
From
Philip Morris International
Via
Business Wire
Counterfeit Cigarettes Drive EU Illicit Market Above 10% for First Time Since 2014
June 03, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Participates in 2026 dbAccess Global Consumer Conference; Updates 2026 Full-Year Diluted EPS Forecast for Currency and Non-Cash Impairment Only
June 02, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International to Host Webcast of Presentation at the 2026 dbAccess Global Consumer Conference
May 26, 2026
From
Philip Morris International
Via
Business Wire
IQOS One of the Most Valuable Global Brands, According to Kantar’s BrandZ 2026 Ranking
May 26, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Announces Group CFO Succession
May 20, 2026
From
Philip Morris International
Via
Business Wire
Dali Ma, Founder of Truly Yours, Attends Harvard China Forum to Discuss “Global Vision of Business Elites in the New Era”
May 18, 2026
Local time recently in the United States, the Harvard China Forum was successfully held at Harvard University. This year’s event
Via
First Publisher
Topics
Artificial Intelligence
Philip Morris International’s Moira Gilchrist Positions Human Judgment as a Critical Leadership Advantage Amid Rapid AI Adoption at Wall Street Journal Forum
May 08, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Holds 2026 Virtual Annual Meeting of Shareholders
May 06, 2026
From
Philip Morris International
Via
Business Wire
Forbes Includes Philip Morris International in Its Net Zero Leaders List
May 04, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International to Host Webcast of 2026 Virtual Annual Meeting of Shareholders
April 29, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Expands its Partnership with Ducati Corse as Decades-Long Partnership Races Forward with Purpose
April 23, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Reports 2026 First-Quarter Results and Updates 2026 Full-Year Adjusted Diluted EPS Forecast for Currency Only;
April 22, 2026
From
Philip Morris International
Via
Business Wire
IQOS and Devialet Introduce “Soundsorial Design” Collaboration
April 20, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Announces U.S. FDA Reauthorization of IQOS as a Modified Risk Tobacco Product
April 17, 2026
From
Philip Morris International
Via
Business Wire
One in Three Cigarettes in the Region of The Americas in 2025 Is Illicit, New Study Finds
April 15, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International to Host Webcast of 2026 First-Quarter Results
April 15, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Joins Ferrari Hypersail as Principal Partner, Building on 50-Year Relationship
April 13, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Presents its Value Report 2025: change in motion
March 31, 2026
From
Philip Morris International
Via
Business Wire
Philip Morris International Declares Regular Quarterly Dividend of $1.47 Per Share
March 05, 2026
From
Philip Morris International
Via
Business Wire
Don Abram Harris Cigars Unveils Landmark Acquisition of Historic 30,000 Sq. Ft. Tobacco Distribution Facility in Hughesville, Maryland
March 04, 2026
Hughesville, Maryland--(Newsfile Corp. - March 4, 2026) - Don Abram Harris Cigars today announced plans to acquire a historic 30,000-square-foot building...
Via
Newsfile
Topics
Economy
Philip Morris International Presents at 2026 CAGNY Conference; Reaffirms 2026 Full-Year Forecast
February 18, 2026
From
Philip Morris International
Via
Business Wire
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